Strategy Studio is now furp.org. Same site, same data, new address. Please update your bookmarks (and anything that links to strategystudio.org); old links keep working by sending you here.
AGC-INTERNATIONAL UNION OF OPERATING ENGINEERS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AGC-INTERNATIONAL UNION OF OPERATING ENGINEERS (EIN 93-6022485)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-15
- IRS object ID
- 202412899349302956
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T19:24:07-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814693463 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON CREEK TAX & CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6650 SW REDWOOD LN STE 210 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 936022485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGC-IUOE LOCAL 701 H&W TRUST FUND | BusinessNameLine1Txt |
| Business Name Line2 | 701 HEALTH & WELFARE TRUST FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGC- | BusinessNameControlTxt |
| Phone | 2064417574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34203 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES ANDERSON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2064417574 | PhoneNum |
| Signature | 2024-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD A LAYNE | PreparerPersonNm |
| PTIN | P00359754 | PTIN |
| Phone | 5034431040 | PhoneNum |
| Preparation | 2024-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES ANDERSON | PrincipalOfficerNm |
| Gross Receipts | $72,621,357 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,800,089 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,257,609 | CYProgramServiceRevenueAmt |
| PY Investment Income | $965,020 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,281,159 | CYInvestmentIncomeAmt |
| PY Other Revenue | $65,393 | PYOtherRevenueAmt |
| CY Other Revenue | $74,400 | CYOtherRevenueAmt |
| PY Total Revenue | $33,830,502 | PYTotalRevenueAmt |
| CY Total Revenue | $34,613,168 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $30,199,572 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $33,744,280 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,033,551 | PYOtherExpensesAmt |
| CY Other Expenses | $2,144,469 | CYOtherExpensesAmt |
| PY Total Expenses | $32,233,123 | PYTotalExpensesAmt |
| CY Total Expenses | $35,888,749 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,597,379 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,275,581 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,567,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,671,413 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,648,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,583,322 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,918,868 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,088,091 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 612 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELFARE AND PENSION ADMIN | PersonNm |
| Phone | 2064417574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 34203 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES ANDERSON | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT ANDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAKE AUSMUS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRIS FIX | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KYLE IZATT | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM JOHANSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN MCDONALD | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NATE STOKES | ||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICES | |||||
| 2815 2ND AVE SUITE 300 | SEATTLE | WA | 98121 | CONRACT ADMIN. | $907,972 |
| PREMERA | |||||
| PO BOX 91080 | SEATTLE | WA | 98111 | CLAIMS ADMIN. | $606,226 |
| DIMARTINO ASSOCIATES | |||||
| 1325 FOURTH AVENUE SUTIE 1705 | SEATTLE | WA | 98101 | CONSULTANT | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONTRIBUTIONS FROM EMPLOYERS | $33,150,315 | $33,150,315 |
| CONTRIBUTIONS FROM PARTICIPAN | $107,294 | $107,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,257,609 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,244,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,244,821 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,044,527 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,008,189 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$963,662 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$963,662 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$963,662 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND UNDER STOP LOSS POLI | Desc |
| Total Revenue Column | $74,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $74,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,613,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,613,168 | RelatedOrExemptFuncIncomeAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,744,280 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,882 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,180 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,639 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794,135 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,555 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,988 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,073 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PCORI TAX | Desc |
| Total | $15,017 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,888,749 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,186,533 | BOYAmt |
| EOY | $8,829,879 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,199,636 | BOYAmt |
| EOY | $4,843,029 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,067 | BOYAmt |
| EOY | $14,953 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,166,463 | BOYAmt |
| EOY | $64,983,552 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,567,699 | BOYAmt |
| EOY | $78,671,413 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,903,231 | BOYAmt |
| EOY | $6,395,922 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,745,600 | BOYAmt |
| EOY | $17,187,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,648,831 | BOYAmt |
| EOY | $23,583,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,918,868 | BOYAmt |
| EOY | $55,088,091 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,918,868 | BOYAmt |
| EOY | $55,088,091 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,567,699 | BOYAmt |
| EOY | $78,671,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,275,581 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,444,804 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUMULATED ELIGIBILITY CREDITS | $11,315,000 |
| CLAIMS INCURED BUT NOT PAID | $5,872,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,187,400 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $36,946,308 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,443,779 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,443,779 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,502,529 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $110,639 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $110,639 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,613,168 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,775,116 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $32,775,116 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $110,639 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,002,994 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,113,633 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,888,749 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XII, LINE 4B | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFIT LIABILITIES 3,002,994 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | TRUSTEES REVIEW FORM 990 AND MAKE INQUIRIES OF THE PREPARER, ATTORNEY AND THIRD PARTY ADMINISTRATOR PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | UNDER THE POLICY ALL TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST. IT IS LEFT UP TO THE INDIVIDUAL TRUSTEE TO COME FORTH AND REPORT SUCH ITEMS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | NO COMPENSATION IS PAID TO TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | NO COMPENSATION IS PAID TO TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 CAN BE FOUND AT GUIDESTAR.ORG |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| CENTRAL PENSION FUND | |
| N/A | false |
| IUOE LOCAL 701 | |
| N/A | false |
| IUOE PIPELINE | |
| N/A | false |
| IUOE-LOCAL 701 | |
| N/A | false |
| IUOE-LOCAL 701-OFFIC | |
| N/A | false |
| OPERATING ENG L3 FC | |
| N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (193 entries)
| Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|
| A B UTILITY CONTR INC | |
| N/A | false |
| ACME CONCRETE PAVING | |
| N/A | false |
| ADVANCED AMERICAN CONS | |
| N/A | false |
| ADVANCED EXCAVATING | |
| N/A | false |
| ADVANCED GEOSOLUTIONS | |
| N/A | false |
| ALL AM UNDERGROUND | |
| N/A | false |
| ALLIANCE CONSTRUCTORS | |
| N/A | false |
| AM CRANE SERVICE LLC | |
| N/A | false |
| AMERICAN CONSTRUCTION | |
| N/A | false |
| AMES CONSTRUCTION | |
| N/A | false |
| ANDERSEN STRUCTRS LLC | |
| N/A | false |
| APOLLO INC | |
| N/A | false |
| ARAMARK UNIFORM SERVS | |
| N/A | false |
| ARMADILLO BORING INC | |
| N/A | false |
| AXIS CRANE LLC | |
| N/A | false |
| AZCO INC | |
| N/A | false |
| B5X INDUSTRIES LLC | |
| N/A | false |
| BADGER DAYLIGHTING | |
| N/A | false |
| BANZER CONSTRUCTION CO | |
| N/A | false |
| BARNHART CRANE | |
| N/A | false |
| BLACKSTAR MOBILE SERV | |
| N/A | false |
| BLATTNER ENERGY INC | |
| N/A | false |
| BPW COMPANY LLC | |
| N/A | false |
| BRANDENBURG INDUSTRIAL | |
| N/A | false |
| BROTHERS PIPELINE CORP | |
| N/A | false |
| BRUNDAGE BONE CONCRETE | |
| N/A | false |
| C & W EXCAVATION LLC | |
| N/A | false |
| CADMANLEHIGH HANSON | |
| N/A | false |
| CALBAG METALS COMPANY | |
| N/A | false |
| CAMPBELL CRANE & RIG | |
| N/A | false |
| CARTER & COMPANY INC | |
| N/A | false |
| CASCADE GENERAL INC | |
| N/A | false |
| CASCADE TOWER &RIGGING | |
| N/A | false |
| CHAMPION SPECIALTY SVC | |
| N/A | false |
| COFFMAN EXCAVATING INC | |
| N/A | false |
| COLUMBIA RIVER CONTR | |
| N/A | false |
| COLVICO INC | |
| N/A | false |
| COMMERCIAL FACILITIES | |
| N/A | false |
| CONCO PUMPING | |
| N/A | false |
| CONDON-JOHNSON & ASSOC | |
| N/A | false |
| CONWAY CONSTRUCTION | |
| N/A | false |
| COPELAND GRANTS PASS | |
| N/A | false |
| CORAL CONSTRUCTION CO | |
| N/A | false |
| COVEY EXCAVATION LLC | |
| N/A | false |
| CPI ACQUISITIONS LLC | |
| N/A | false |
| CRC ENTERPRISES LLC | |
| N/A | false |
| DAY & ZIMMERMAN NPS | |
| N/A | false |
| DDJ CONST WELDING INC | |
| N/A | false |
| DEBCO CONSTRUCTION | |
| N/A | false |
| DELHUR INDUSTRIES INC | |
| N/A | false |
| DERR & GRUENEWALD CON | |
| N/A | false |
| DEWITT CONSTRUCTION | |
| N/A | false |
| DIAMOND FRUIT GROWERS | |
| N/A | false |
| DIRT & AGGREGATE INTRC | |
| N/A | false |
| DISCOVERY HYDROVAC LLC | |
| N/A | false |
| DONALD B MURPHY CONTRC | |
| N/A | false |
| DOOLITTLE CONSTRUCTION | |
| N/A | false |
| DRILL TECH DRILLING & | |
| N/A | false |
| DYK INC | |
| N/A | false |
| ELECTRICAL CONST CO | |
| N/A | false |
| ELTING NORTHWEST | |
| N/A | false |
| EXTREME EXCAVATION INC | |
| N/A | false |
| FERMA CORP | |
| N/A | false |
| FORSLUND CONST | |
| N/A | false |
| FOWLER GENERAL CONSTR | |
| N/A | false |
| GARNER CONSTRUCTION | |
| N/A | false |
| GLOBAL ELECTRIC INC | |
| N/A | false |
| GONZALES BORING & TUNN | |
| N/A | false |
| GOODFELLOW BROS LLC | |
| N/A | false |
| GRANITE CONST CO | |
| N/A | false |
| GRANT COUNTY ROAD DEPT | |
| N/A | false |
| GREEN MOUNTAIN EXCAV | |
| N/A | false |
| HAAG & SHAW EXCAVATION | |
| N/A | false |
| HANGING H COMPANIES | |
| N/A | false |
| HARD KNOCKS HEAVY HAUL | |
| N/A | false |
| HODGE WESTERN CORP | |
| N/A | false |
| HOFFMAN LAYOUT & | |
| N/A | false |
| HOFFMAN STRUCTURES INC | |
| N/A | false |
| HRK ENGINEERING | |
| N/A | false |
| INFRASOURCE SERVICES | |
| N/A | false |
| INTEGRITY MACHINARY | |
| N/A | false |
| INTERIOREXTERIOR | |
| N/A | false |
| INTERSTATE CRANE RNTL | |
| N/A | false |
| JAL CONSTRUCTION INC | |
| N/A | false |
| JAMMIE'S ENVIRONMENTAL | |
| N/A | false |
| JE DUNN CONST CO | |
| N/A | false |
| JENSEN DRILLING CO | |
| N/A | false |
| JH KELLY LLC | |
| N/A | false |
| JOHNSON CREEK | |
| N/A | false |
| JOHNSON ROCK PRODUCTS | |
| N/A | false |
| JONES LANG LASALLE | |
| N/A | false |
| JTWA TRUCKING | |
| N/A | false |
| K BARRIER LLC | |
| N/A | false |
| KELLER NORTH AMERICA | |
| N/A | false |
| KLAMATH COUNTY HR | |
| N/A | false |
| KLB INC | |
| N/A | false |
| LAKESIDE INDUSTRIES | |
| N/A | false |
| LASKEY-CLIFTON CORP | |
| N/A | false |
| LEGACY CONTRACTING | |
| N/A | false |
| LEGION CONTRACTING | |
| N/A | false |
| LOY CLARK CONSTRUCTION | |
| N/A | false |
| LTM COAST | |
| N/A | false |
| LTM MAINLINE PAVING | |
| N/A | false |
| LTM MEDFORD | |
| N/A | false |
| LTM ROSEBURG | |
| N/A | false |
| M A MORTENSON COMPANY | |
| N/A | false |
| MALCOLM DRILLING CO | |
| N/A | false |
| MANOR MANAGEMENT SERV | |
| N/A | false |
| MAXIM CRANE | |
| N/A | false |
| MAYFIELD HOISTING SERV | |
| N/A | false |
| MC CARLTON CONTRACTING | |
| N/A | false |
| MCDONALD EXCAVATING | |
| N/A | false |
| MEKO CONSTRUCTION INC | |
| N/A | false |
| MEPT OR CLINIC GATEWY | |
| N/A | false |
| MICHELS CONSTRUCTION | |
| N/A | false |
| MICHELS UTILITY SERV | |
| N/A | false |
| MIDWEST OP ENG | |
| N/A | false |
| MING SURVEYORS INC | |
| N/A | false |
| MIRON CONST CO INC | |
| N/A | false |
| MORELLO CONSTRUCTION | |
| N/A | false |
| MORGAN MILLWRIGHT | |
| N/A | false |
| MOUNTAIN CRANE SERVICE | |
| N/A | false |
| NESS & CAMPBELL CRANE | |
| N/A | false |
| NETCOMPLIANCE | |
| N/A | false |
| NORTHBANK CIVIL & | |
| N/A | false |
| NORTHSTAR CG LP | |
| N/A | false |
| NW DEMO & DISMANTLING | |
| N/A | false |
| NW INFRASTRUCTURES LLC | |
| N/A | false |
| OLDHAM CRANE SERV INC | |
| N/A | false |
| OMEGA MORGAN CRANES | |
| N/A | false |
| O'NEILL ELECTRIC INC | |
| N/A | false |
| OREGON CITY CRANE | |
| N/A | false |
| PACIFIC FOUNDATION INC | |
| N/A | false |
| PERLO MCCORMACK | |
| N/A | false |
| PIVETTA BROS CONST INC | |
| N/A | false |
| PORT OF LONGVIEW | |
| N/A | false |
| PORT OF PORTLAND | |
| N/A | false |
| PORT OF VANCOUVER | |
| N/A | false |
| PORTLAND HILTON HOTEL | |
| N/A | false |
| PORTLAND HOSPITAL SERV | |
| N/A | false |
| PRO EAGLE TRUCKING LLC | |
| N/A | false |
| PROVIDENCE HEALTH SYST | |
| N/A | false |
| PROVIDENCE HOOD RIVER | |
| N/A | false |
| PROVIDENCE MILWAUKIE | |
| N/A | false |
| PROVIDENCE WLLMTTEFALL | |
| N/A | false |
| R&R GENERAL CONT INC | |
| N/A | false |
| R-2 CONTRACTORS INC | |
| N/A | false |
| RADIUS RECYCLING | |
| N/A | false |
| RAIMORE CONSTRUCTION | |
| N/A | false |
| RALPH CONCRETE PUMPING | |
| N/A | false |
| RANES EXCAVATING | |
| N/A | false |
| RAWHIDE EXCAVATING INC | |
| N/A | false |
| RDF BUILDERS CO | |
| N/A | false |
| RESOURCE MGMT ASSOC | |
| N/A | false |
| REV DRILLING | |
| N/A | false |
| REWORLD PROJECTS LLC | |
| N/A | false |
| RIO UNDERGROUND CONST | |
| N/A | false |
| RIVERBEND MATERIALS | |
| N/A | false |
| ROGERS ADMINISTRAT INC | |
| N/A | false |
| ROGNLIN'S INC | |
| N/A | false |
| ROSS ISLAND SAND & | |
| N/A | false |
| S&B JAMES CONST CO | |
| N/A | false |
| SAMARITAN RESOURCE LLC | |
| N/A | false |
| SANTANA CRANE INC | |
| N/A | false |
| SCARSELLA BROS INC | |
| N/A | false |
| SELBY BRIDGE COMPANY | |
| N/A | false |
| SERVICE LINEN LAUNDRY | |
| N/A | false |
| SKAAR CONSTRUCTION INC | |
| N/A | false |
| SNELL CRANE SERV INC | |
| N/A | false |
| SO OR CONCRETE PUMPING | |
| N/A | false |
| STACY & WITBECK | |
| N/A | false |
| STEVE MANNING CONST | |
| N/A | false |
| SUKUT CONSTRUCTION | |
| N/A | false |
| SUULUTAAQ INC | |
| N/A | false |
| TEAM BRCS JV | |
| N/A | false |
| THE HARVER COMPANY | |
| N/A | false |
| THE HDD COMPANY INC | |
| N/A | false |
| TITAN UTILITIES LLC | |
| N/A | false |
| TOTAL SYSTEMS SERV INC | |
| N/A | false |
| TRENCHLESS CONSTUCTION | |
| N/A | false |
| UNION COUNTY ROAD DEPT | |
| N/A | false |
| UNITED STATES BAKERY | |
| N/A | false |
| VIGOR MARINE LLC | |
| N/A | false |
| VITRO ELECTRIC LLC | |
| N/A | false |
| WALDRON & SONS INC | |
| N/A | false |
| WARD & BURKE TUNNELING | |
| N/A | false |
| WARD HENSHAW CONSTR CO | |
| N/A | false |
| WEITMAN EXCAVATION LLC | |
| N/A | false |
| WEST COAST CONTRACTORS | |
| N/A | false |
| WHITE CONST INC | |
| N/A | false |
| WILDISH CONST | |
| N/A | false |
| WILDISH STANDARD PAVNG | |
| N/A | false |
| WILSON & SONS CONST | |
| N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |